TrueWealth LLC’s Fidelity Southern Corporation LION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,282
| Closed | -$40K | – | 762 |
|
|
2019
Q2 | $40K | Hold |
1,282
| – | – | 0.02% | 291 |
|
|
2019
Q1 | $35K | Sell |
1,282
-3,683
| -74% | -$101K | 0.02% | 306 |
|
|
2018
Q4 | $129K | Sell |
4,965
-12,165
| -71% | -$316K | 0.07% | 163 |
|
|
2018
Q3 | $424K | Hold |
17,130
| – | – | 0.19% | 82 |
|
|
2018
Q2 | $435K | Buy |
+17,130
| New | +$435K | 0.21% | 70 |
|